Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 4.14%
2 PTEC 3.26%
3 IPO 1.79%
4 NBDS 1.60%
5 HAPY 1.46%
6 WCLD 1.44%
7 INNO 1.35%
8 FRTY 1.22%
9 PLAT 1.14%
10 NTZG 0.99%
11 PJFM 0.94%
12 CGMM 0.94%
13 QMID 0.90%
14 XITK 0.88%
15 GTEK 0.80%
16 AIEQ 0.74%
17 XSW 0.74%
18 LSEQ 0.71%
19 NUSC 0.68%
20 FXL 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICONIQ Capital, LLC 22.30M (16.30%) -400.00K
Decreased by -1.79%
Mar 31, 25
2 Vanguard Group Inc 11.63M (8.51%) -10.24K
Decreased by -0.09%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 7.32M (5.35%) -1.54M
Decreased by -21.04%
Mar 31, 25
4 Capital World Investors 6.40M (4.68%) 740.31K
Increased by +11.57%
Jun 30, 25
5 BlackRock Inc 6.04M (4.42%) 72.82K
Increased by +1.21%
Mar 31, 25
6 Wasatch Advisors LP 4.66M (3.40%) 1.72M
Increased by +36.88%
Jun 30, 25
7 NORGES BANK 3.33M (2.43%) 2.35M
Increased by +70.48%
Jun 30, 24
8 HHG PLC 3.26M (2.39%) 71.40K
Increased by +2.19%
Jun 30, 25
9 JPMorgan Chase & Co 3.26M (2.38%) 1.49M
Increased by +45.80%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 3.10M (2.27%) 6.16K
Increased by +0.20%
Jun 30, 25
11 Principal Financial Group Inc 2.94M (2.15%) 179.09K
Increased by +6.09%
Jun 30, 25
12 Meritage Group LP 2.73M (1.99%) -17.79K
Decreased by -0.65%
Jun 30, 25
13 Tiger Technology Management LLC 2.34M (1.71%) 0.00
Increased by 0.00%
Jun 30, 25
14 XN LP 2.31M (1.69%) -265.73K
Decreased by -11.50%
Mar 31, 25
15 Assenagon Asset Management SA 2.29M (1.67%) -135.35K
Decreased by -5.92%
Jun 30, 25
16 Champlain Investment Partners, LLC 2.26M (1.65%) 955.45K
Increased by +42.29%
Jun 30, 25
17 Goldman Sachs Group Inc 2.25M (1.65%) 1.23M
Increased by +54.80%
Dec 31, 23
18 Dragoneer Investment Group, LLC 2.24M (1.64%) 1.61M
Increased by +71.75%
Jun 30, 24
19 Fidelity International Ltd 2.21M (1.62%) 390.94K
Increased by +17.68%
Jun 30, 25
20 Echo Street Capital Management LLC 2.01M (1.47%) -107.84K
Decreased by -5.37%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 4.27M (3.12%) 100.00K
Increased by +2.34%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 4.27M (3.12%) 100.00K
Increased by +2.34%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.52M (2.58%) -84.68K
Decreased by -2.40%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 3.25M (2.38%) 2.46K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.72M (1.99%) -18.20K
Decreased by -0.67%
Jul 31, 25
6 Franklin US Small-Mid Cap Growth Equity 2.33M (1.71%) 1.82M
Increased by +78.01%
Mar 31, 25
7 Principal MidCap R5 2.31M (1.69%) 52.55K
Increased by +2.28%
Jul 31, 25
8 Principal Aligned MidCap Equity 2.26M (1.65%) 147.48K
Increased by +6.54%
Jun 30, 25
9 Champlain Mid Cap Fund, LLC 2.15M (1.58%) -75.38K
Decreased by -3.50%
Jul 31, 25
10 Wasatch Core Growth 2.02M (1.48%) 427.56K
Increased by +21.16%
Jun 30, 25
11 Fidelity Global Technology A-Dis-EUR 2.00M (1.46%) -5.49K
Decreased by -0.27%
Jun 30, 25
12 T. Rowe Price New Horizons 1.99M (1.45%) -9.89K
Decreased by -0.50%
Jun 30, 25
13 US Small-Cap Growth II Equity Comp 1.99M (1.45%) -36.33K
Decreased by -1.83%
Jun 30, 25
14 American Funds New Economy A 1.84M (1.34%) 539.63K
Increased by +29.40%
Jun 30, 25
15 Capital Group New Economy Comp 1.84M (1.34%) 539.63K
Increased by +29.40%
Jun 30, 25
16 HIL Fidelity Global Technology USD 1.65M (1.21%) -314.51K
Decreased by -19.07%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 1.53M (1.12%) -4.12K
Decreased by -0.27%
Jul 31, 25
18 Vanguard Information Technology ETF 1.53M (1.12%) 15.55K
Increased by +1.02%
Jul 31, 25
19 JPM US Mid Cap Growth-MA 1.22M (0.89%) 756.70K
Increased by +62.06%
Sep 30, 23
20 Robeco Smart Energy F-EUR Cap 1.18M (0.87%) 0.00
Increased by 0.00%
Jun 30, 25